Surience Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Surience Private Wealth's XLU Position: Q3 2026 in Review
Surience Private Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 482% in Q3 2026, buying an estimated $3.83M and bringing the position to 106,456 shares worth $4.2M. The position accounts for 4.03% of the portfolio, ranked #8.
Surience Private Wealth first reported a position in XLU in Q1 2026 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Surience Private Wealth held 106,456 shares of State Street Utilities Select Sector SPDR ETF worth $4.2M as of Q3 2026.
- Surience Private Wealth bought 88,171 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $3.83M.
- State Street Utilities Select Sector SPDR ETF made up 4.03% of Surience Private Wealth's portfolio in Q3 2026, its #8 holding.
- Surience Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
- 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.